Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
Ability to send an automated 'Payment received with thanks' email to the customer
Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process
Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit and review ideas for some improvement, and will keep you updated of any change.
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Genevieve Ireland commented
for what it's worth- i'm looking into creating a custom automation using https://www.make.com (if anyone's interested). it's a no-code integrator/automator.
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Phoebe Yip commented
Please add this function to save everybody's time.
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Cameron Trigg commented
I think there have been suggestions provided that do help with some of those hurdles. A tick box as a global setting or at the time of reconciliation is always a good idea otherwise it may be worthwhile having a send receipt button on reconciliation and having them automatically sent out at 1am the next morning. Having both the manual control on the reconciliation and a global setting for automation would benefit all (Opt in of course). The majority of other providers have it so understandably, I'm sure most users do see this as the bare minimum for software that is designed to handle finances at its core.
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Nick Putman commented
A very poor response from Xero, many years after this feature was requested. I'd hold off on the idea of beautiful experiences, and focus instead on basic functionality. I'm not holding my breath though.
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Glenn Lim commented
Do the implementation on reconcilation?
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Richard Breakey commented
Surely not too difficult to implement
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lindsay Campbell commented
Please!
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Reese Adams commented
Or at least a Zapier action to "send a receipt" that we can build for every new payment trigger.
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Andrew Barber commented
If not automatic then have a single click yes to send a receipt.
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Cass Moore commented
Would love a "CREATE RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page:
Match - Create - Transfer - Discuss - "CREATE RECEIPT" TICKBOX
It could also be a "SEND REMITTANCE" tickbox in the case of payments
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Martin Rickman commented
This feature would help to improve our customer service. Doing this manually is time consuming and only adds to our overheads.
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Genevieve Ireland commented
it would also be EXCEEDINGLY helpful to receive a system (staff)-facing notification or email alert when a payment is received!
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Elyce Tunbridge commented
Please HURRY
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Patrice Goodman commented
PLEASE, can we have this feature? I'm very close to moving to MYOB. I don't understand why they haven't made it a standard feature yet.
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Tasha Manoharan commented
This idea was requested 8 years ago!!!! What is happening Xero??
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Allister Rose commented
I definitely need this to make my admin easier, I'm very surprised you don't have it already
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Joana Braga commented
We really need this (basic!) feature!
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Paul Crapper commented
I'm so surprised this is not a standard function already.
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Dave Parkin commented
Wow. Surprised this isn't a feature. Also surprised by how many people have been asking for it and for how long. I've only been using Xero for a few weeks, but this would be a very welcome feature!
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Alan Grech commented
especially when connected to an online portal, it's very useful to have it automated.